The MetLife Broker-Dealer Group launched enhancements to its Wealth Management Services (WMS) platform, including a flexible unified managed account (UMA).
UBS has joined with Foundation Source, a provider of support services for private foundations, to provide customized private foundation services for UBS clients.
The Student Loan Corporation (SLC), a subsidiary of Citibank, N.A., launched two interactive tools that provide advice and guidance for consumers about the basics of obtaining and paying...
kasina has teamed up with Horsesmouth to launch Advisor Vision, a new service that provides firms with access to financial intermediaries' behaviors, preferences, and opinions.
Internet service 401kAdvisory provides investment recommendations to investors seeking 401(k) advice tailored to their particular situation and risk tolerance.
Charles Schwab Investment Management, the asset management arm of the Charles Schwab Corporation, announced changes to its target-date mutual funds to enhance the portfolios and reduce expenses.
A sales kit for insurance professionals, recently released by Pacific Life, explains how life insurance can help build assets for clients' retirement plans while providing protection to families...
Buck Consultants, an ACS company, introduced a green awareness consulting service to help employers change their employees' behaviors in the office and at home.
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, launched a new program to help broker/dealers better serve investment professionals and registered investment advisers (RIAs).
DWS Investments launched new and enhanced educational tools about structured products, designed to meet the educational needs of both financial advisers and individual investors.
They say that practice makes perfect--and for non-profit employers that sponsor 403(b) retirement plans, Principal Financial Group is offering to give them a chance to "practice."